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Yoshie Furuhashi
Yoshie Furuhashi, Founder, Movement Translation Service
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Yoshie Furuhashi retweeted
Bryan Pitts 2h
My new co-authored piece taking exception to Jacobin's Brazil coverage during and after the coup.
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Yoshie Furuhashi retweeted
Sean T Mitchell 2h
With and Brian Mier, I wrote a piece critiquing US left media coverage of Brazil during the 2016 coup and its aftermath. On .
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Yoshie Furuhashi retweeted
Brasil Wire 3h
Why did the US left's media bash a successful democratic socialist party during a right wing coup in Brazil? by Brian Mier, Sean T. Mitchell, and Bryan Pitts.
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Yoshie Furuhashi retweeted
Louis Allday 5h
We aren't in 'peacetime', Britain is a party in the ongoing genocidal war on Yemen at this very moment. Just because it is only Yemenis that are being bombed, starved and maimed doesn't mean that it's not a war.
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Yoshie Furuhashi retweeted
Tim Shorrock 12h
This is ominous. Abe is forcing militarization on Japan and the world with zero attention to his country’s pacifist constitution, which can only be altered in a plebiscite with 2/3rds supporting. Like the true fascist he is.
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Yoshie Furuhashi retweeted
Ben Norton 11h
Unspeakably despicable. William Blum was a renowned, accomplished journalist, historian, & author of several books that are full of incredible original research. But the NYT put "cited by bin Laden" in the title of his obituary to cheaply smear a dead man
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Yoshie Furuhashi retweeted
Tim Shorrock 4h
"For the first time in history." Let that sink in, all you skeptics and so-called experts who continue to ridicule and downplay the Korea peace process going on right before your eyes.
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Yoshie Furuhashi retweeted
Lisa Abramowicz 3h
An interesting observation from Bloomberg Intelligence's : foreign buyers are starting to return to buying U.S. Treasuries at auctions, with their purchases of 7-year notes rising to the highest levels since 2011.
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Yoshie Furuhashi retweeted
Lisa Abramowicz 3h
U.S. bank shares have plunged 16% this year and analysts see more losses to come.
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Yoshie Furuhashi retweeted
Lisa Abramowicz 1h
Netflix has been a good example of credit investors leading stock traders... The white line is Netflix bonds maturing in 2028, the orange line Netflix stock.
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Yoshie Furuhashi retweeted
Brian Chappatta 3h
Replying to @irajersey
Case in point, check out this analysis from on how foreign investors swooped in to buy 7-year Treasuries in late November.
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Yoshie Furuhashi retweeted
Brian Chappatta 3h
BOND MARKET FOMO Are yields too low, in the U.S. and elsewhere? Maybe. But there's growing angst about missing out on Treasuries above 3 percent and returning to the era of negative yields.
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Yoshie Furuhashi retweeted
Brian Chappatta 3h
Replying to @kgreifeld @johngitt
Anyway here's what Gundlach had to say, courtesy of and
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Yoshie Furuhashi retweeted
Brian Chappatta 19h
*GUNDLACH: BOND MARKET RALLY UNIMPRESSIVE GIVEN STOCK WOES Surprising comment. Seems about right to me. S&P 500 is still above its YTD low. And the 10-year UST yield fell 40 basis points in a single month. No comparable rally any other time in 2018.
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Yoshie Furuhashi retweeted
Felix Salmon 23h
Replying to @lisaabramowicz1
But I’m with you. BBB EM credit trades like junk, not like IG. If investors want safe corporate names, they’re not going to pile into some Brazilian beef exporter they’ve never heard of, they’re going to pile out of it.
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Yoshie Furuhashi retweeted
Lisa Abramowicz 23h
Replying to @felixsalmon
Yes, I believe the EM index I used has a blended rating of BBB. And you make a good point about the recent shift up in quality.
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Yoshie Furuhashi retweeted
Felix Salmon 23h
Replying to @lisaabramowicz1
How do the ratings compare, overall? Is EM credit mostly investment-grade these days? If there’s a general ftq from junk to IG that could explain some of it too.
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Yoshie Furuhashi retweeted
Lisa Abramowicz 23h
Replying to @felixsalmon
But I worry about these theories, because in the past when US markets ran into trouble, EM assets did even worse. I also wonder what'll happen when/if we see serious withdrawals from EM debt funds in favor of US credit that's now providing higher yields... a lot of tourists in EM
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Yoshie Furuhashi retweeted
Lisa Abramowicz 23h
Replying to @felixsalmon
There's also a growing consensus that the dollar doesn't have that much more room to strengthen, now that it seems like the Fed appears to be closer to the end of its rate hikes. That means that EM is attractive from a currency valuation perspective as well as a credit one
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Yoshie Furuhashi retweeted
Lisa Abramowicz 23h
Replying to @felixsalmon
A couple of theories: if you talk with big money managers, most will say they prefer EM credit to US HY credit right now. The idea is that EM was beaten up much more in the past few years and now is more attractive than over-leveraged U.S. companies (thread)
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